Throughout his more than 25-year career in the financial services industry, Mark has had one goal in mind: to collaborate closely with clients to become their partner as they strive to build the financial future they desire. Focused and calm by nature, he specializes in crafting tailor-made financial plans that help to provide his clients with a reliable stream of income in retirement. Mark applies a high level of focus and personal service to his daily work, and is honored to be able to guide those he serves toward their wealth accumulation and distribution goals.
Prior to joining Concurrent in January 2018, Mark served as a financial advisor with Morgan Stanley for six years and with Edward Jones for 16 years. He earned his bachelor’s degree from the University of Oklahoma and his master’s degree from Oklahoma City University.
In his free time, Mark loves to travel, paint, attend musical performances by local and nationally recognized artists, and spend time relaxing at the lake. A native of Oklahoma, he currently resides in Moore with his wife Blanca. Mark has one daughter, Nicki, and two step-children, Albert and Bianca. Together Mark and Blanca have three grandchildren, Addie, Wyatt and Waylon. Family is of the utmost importance to Mark, and he and his loved ones often get together at his house in Moore or at the lake, where Mark typically plans and cooks a big meal for them.